Podcast Episodes

TfP 009. Transforming Business Growth in Public Accounting

Season 2

What defines a thriving business development culture in public accounting? Josh Axelrod, Chief Operating Officer of Aldrich CPAs + Advisors, shares the elements of a successful business development e…

Published on 5 months ago

TfP 008. Governance Unlocked: Discoveries with Gary Thomson and Sarah Johnson Dobek

Season 2

Gary Thomson, CPA, Founder and Principal of Thomson Consulting, and Sarah Johnson Dobek, Founder and President of Inovautus Consulting, explore how strong governance can drive successful business mod…

Published on 6 months, 3 weeks ago

TfP 007. The Power of Private Equity

Season 2

Private equity-backed firms are reshaping the professional services landscape. In this episode, Tim Brackney, CEO of Springline Advisory, and Josh Beck, Managing Partner at MarksNelson Advisory LLC, …

Published on 7 months, 1 week ago

TfP 006. Starting your own firm and growing the right client base

Season 2

Starting your own firm can be tough, but finding the right clients makes all the difference. In this episode, Yuri Kapilovich, CPA, a managing partner of Kapilovich & Associates shares his ideas ab…

Published on 8 months, 1 week ago

TfP 005. The power of ESOPs in reshaping your firm's future

Season 2

In this episode with Dan O’Hare, CPA, CGMA, Principal at Glenn Burdette, we explore why CPA firms might choose to implement an Employee Stock Ownership Plan (ESOP).

With Dan's insights and expertise,…

Published on 10 months ago

TfP 004. ESOP Insights. Unlocking the Future of Firm Ownership

Season 2

Are you curious about how to empower your employees and fuel your firm’s growth? Listen as we explore employee stock ownership plans (ESOPs) with Mike Bannon, vice president at CSG Partners. You’ll d…

Published on 10 months, 1 week ago

TfP 003. Getting Ready for 'Busy Season'

Season 2

Erin Hartman from the AICPA & CIMA PCPS section introduces a special compilation of conversations on the evolution of accounting firms and the modernization of accounting practices through the "Trans…

Published on 10 months, 3 weeks ago

TfP 002. Adapting to change: Innovative strategies in accounting

Season 2

How are forward-thinking firms adapting to the profession’s changing landscape? We're joined by Abbey Bemis and Mike Miller from Payne Nickles & Company to hear their transformative insights.

They …

Published on 10 months, 4 weeks ago

TfP 001. Corporate governance model transformation

Season 2

Jeff Wald, CEO of Pinion, shares his insights and expertise on the importance of corporate governance. He uncovers strategies for managing major firm transformations, securing stakeholder buy-in and …

Published on 11 months ago

Teaser: Our podcast is changing!

Season 2

The look and feel of your podcast is about to evolve. We’re excited to share that the Small Firms Philosophy podcast is becoming "Transforming, tales of Business Evolution". New episodes start later …

Published on 11 months ago